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SIN CE PRESIDENT’S LETTER WE WENT INTO 2020 knowing it would be a year like no other, and friends, we were right. Early on in the pandemic, our members, volunteers, staff, and I were saddened that the year would not go according to plan. For Phi Delta Theta, those blows came in slowly. First, we saw Founders Day celebrations start canceling across the country. Soon we sent our staff to work remotely for what we thought would be a month, and then as time went on, the blows hit harder and quicker as universities sent our members home from their campuses. Finally, we decided to delay our General Convention and our pinnacle summer event, the Kleberg Emerging Leaders Institute. As these realizations tested our members and our staff, we paused to remember these words: Since 1848. For more than 170 years, this brotherhood has encountered wars, civil unrest, economic turmoil, and other pandemics. And since 1848, we have not only survived in the face of adversity, but we have thrived. The coronavirus pandemic has proven to be no different. We attribute our success to two things: (1) the resiliency of our student leaders, and (2) you. I cannot begin to express the deep gratitude that I As these have for your support in my first year as president of realizations the Foundation and executive vice president of the tested our Fraternity. Your loyalty and friendship allowed us to not “members and our only persevere through this pandemic but to succeed staff, we paused and come out stronger. As I look back on the countless to remember hours of Zoom calls with volunteers and chapters, the these words: many reimagined educational programs, and the creative Since 1848. chapter planning that turned our in-person activities into a virtual brotherhood, I am humbled to know that it was all possible because of your generous donations to the Phi Delta Theta Foundation. ” Please accept my most sincere thanks for supporting us this year. Yours in the Bond, Sean S. Wagner, President Phi Delta Theta Foundation 2020 Annual Report President’s Letter | 3 FINANCIAL HIGHLIGHTS THROUGH CAMPAIGN 2030: A Greater Version for Tomorrow, the Phi Delta Theta Foundation aims to be the top fraternal foundation in the business. With your help, we’re getting there! According to the most recent Pennington Report, the Foundation moved up in the rankings of all fraternity foundations to the number two ranked position. The generosity of the brothers and friends of Phi Delta Theta directly contributed to this ranking. With your continued support of our mission to instill the Cardinal Principles in young Phis across North America, we are confident that we will take the number one spot by 2030. Thank you for everything you do for Phi Delta Theta. $2.73 Million $1.2 M 2030 Campaign $789 K Phi Delt Fund 44+$412 K Housing Funds 29+15+9+2+1+Q $252 K Building on the Bond $59 K Scholarships $9 K Chapter Endowment Funds 4 | Financial Highlights Phi Delta Theta Foundation 2020 Annual Report AS CURRENT PRESIDENT OF my chapter, the Phi Delt experience has been one of extreme personal growth and nothing short of unforgettable. Starting as a newly initiated brother after going through recruitment during summer 2018, I have built valuable memories and connections. I have served my chapter as communications chairman and president. Serving in these positions has given me leadership skills and responsibilities that I’m positive will translate into the real world. Even through tough times such as the COVID-19 pandemic, I have been able to rely on my brothers and help lead the Florida Kappa Chapter to new heights, even winning the 2020 Outstanding IFC President of the Year for FSL. The Phi Delta Theta experience is truly one I would not replace with anything, and one I will continue to live out daily. André Caputo, FIU ’22 PHI DELT 2030 SUPPORTERS Alabama Beta Alumni, Auburn William H. Lappin, Wichita State ’79 William C. Baker, Colgate ’70 Greg Peter Lauman, Missouri State ’92 Ali Saeedi Behnam, UCI ’88 Frederic Bruckner Lowrie, Butler ’71 Robert L. Bowen, Purdue ’61 Steve Allen Lynch, Georgia Southern ’82 Michael D. Bristol, Southern Methodist ’77 Michael K. McKenzie, Texas Tech ’67 Mark and Elizabeth Brueggeman, Cincinnati ’81 Albert Reichmann Miller, Colorado State ’69 Chris William Brussalis, Allegheny ’87 Gary Adam Norcross, Arkansas ’87 James P. Burra, CSUN ’67 William Joseph Poston, Texas State ’88 Mark L. Bye, MIT ’78 Kenneth T. Ransby, Manitoba ’69 John Laughlin Carter, Missouri ’85 Roger T. Read, Akron ’63 Mark B. Chandler, Georgia ’81 Joseph W. Royce, Southwestern ’63 Bruce Carleton Clayton, Colgate ’89 Thomas W. Sabin, Southern Methodist ’79 Christopher M. Connor, Ohio State ’78 Donald F. Schenk, McDaniel ’71 John H. Costello, Akron ’68 Theodore George Schmidt, CU Boulder ’48 William J. Eastwood, Alabama ’76 Frederick Bluedorn Schultz, Jerry J. Felmley Estate*, Illinois ’55 Minnesota State Mankato ’74 Michael Joseph Fimiani, South Florida ’89 T. Scott Smith, UL Lafayette ’69 Bradley J. Foster, Cincinnati ’88 Morris DeWayne Stephens, Southern Indiana ’99 Howard Gellis, Pennsylvania ’75 Paul V. Troup, Purdue ’63 Kenneth D. Greiner, Oklahoma State ’60 Matthew William Tucker, Kansas ’93 Henry Gerhardt Heren, UNLV ’99 Thomas W. Van Dyke, Kansas ’60 Edward F. Hopper, Akron ’65 Edward Burke Wilford, Maryland ’79 Christopher Carl Huelsman, Cincinnati ’87 William Michael Wittress, Puget Sound ’93 Michael S. Hyatt, Oklahoma State ’66 Jay V. Ihlenfeld, Purdue ’74 Kenneth Michael Jastrow II, UT Austin ’69 Christopher A. Jones, Florida ’82 MPAIGN 20 Arthur F. Kerckhoff, Arizona ’73 CA 30 SOU IP ND Hugh Daviss King, Southern Methodist ’57 H S S L D E N A E R I N James H. Kirk, Kansas State ’62 R F I N Richard L. Kirtland, USC ’56 G Victor W. Kramer Estate*, Arizona State ’61 R E T 8 C Y O T 4 8 T B I 1 I E T N U . Kent C. Krause, Southern Methodist ’79 R T R D S E E E E T C A O R G F N IP IZ H ED RS AS DE THE BEST LEA Asterisks denote Chapter Grand 6 | Phi Delt 2030 Supporters Phi Delta Theta Foundation 2020 Annual Report WE ARE TWO PHIKEIAS from the New York Mu Emerging Chapter at LIU Post in beautiful Upper Brookville, New York. At first, the idea of being founding members of a fraternity was very apprehensive. We didn’t know what the future would bring us nor what we were signing up for. However, through our expansion adviser’s guidance, he trained us to become the greatest versions of ourselves as the leaders of our chapter. After a few short weeks of training together, the rest was history, and we instantly became friends. Whether it’s the weekly photoshoots or the countless video game sessions, we have an inseparable bond that we solely owe to Phi Delta Theta. Through facing obstacles and learning to deal with differing personalities, we have learned a lot about leadership and what our positions mean for the future of New York Mu. We can honestly say that being a part of this fraternity has been both challenging yet rewarding at the same time. Since we are an emerging chapter, we are the new boys on the block, and therefore it is difficult to establish a reputation and a good one on top of it. However, we feel that with us two at the helm, Phi Delt will undoubtedly become the biggest and best fraternity that LIU has ever seen. As I’m sure all of you are, we certainly are Proud to be Phis! Dean Carfora and Griffin Jusko TRUSTEES’ ROUNDTABLE Trustees Roundtable recognizes those who gave $1,000 or more within the 2020 Foundation fiscal year. Platinum Medallion William H. Lappin James A. Gibbs $10,000 or more Christopher Carl Huelsman Edward F. Hopper Kenneth Michael Jastrow II Donald F. Schenk Arthur F. Kerckhoff Michael K. McKenzie James C. Eskridge William Joseph Poston Howard Gellis Donald N. Ewan Steven D. Rivers Joseph W. Royce Bruce Carleton Clayton Michael B. Twigg Roger T. Read William C. Baker Thomas W. Van Dyke William Michael Wittress James P. Burra John H. Costello Mark L. Bye Silver Medallion Clayton M. Jones William J. Eastwood $2,500–$4,999 Mark A. Brueggeman Hugh Daviss King John G. Hazlett Steven Andrew Jung Stephen L. Petross Jay C. Evans Samuel J. Furrow Douglas T. Hauer Victor W. Kramer Gold Medallion Mark L. Hobson Jay V. Ihlenfeld $5,000–$9,999 Trevor Lee Johnson John Laughlin Carter Stanley Wyatt Gilson Michael P. Held William Peter Schick Michael S. Hyatt Anthony Wiley Loughran James B. Ewbank Ali Saeedi Behnam Raymond Joseph Briscuso Mark B. Chandler Bill D. Whittaker Benjamin Hayes Underwood Christopher M. Connor Albert Reichmann Miller Marc A. Eason Stephen J. Kleberg Michael Joseph Fimiani Thomas Harper III Bradley J. Foster Jason T. Pompel John Pierpont Helmick Christopher A. Jones Matthew David Ord Joseph M. Kacena Kenneth T. Ransby Nathaniel J. Love Scott Ryan Lynch Paul V. Troup Steve Allen Lynch Clayton D. Cudmore Richard W. Kelley William J. Mark Stephen Mark Bloomer William F. Galtney T. Scott Smith Richard T. Leighton Frederick L. Leydorf Chris William Brussalis Fred H. Beshears Frederic Bruckner Lowrie Judson Paul Manning Bruce P. Bickner Frederick Bluedorn Schultz Greg Peter Lauman John H. Dasburg Morris DeWayne Stephens Harry Pryor Blackwell Roy G. Dinsdale Henry G. Heren IV Walter Bruce Butler Thomas G. Gresham Robert L. Bowen Brian D. Dunn Brent Herspiegel Charles Bell Upshaw III Hugh Mark Fewin Ray L.